Tag: personalisation

In the dynamic landscape of financial management, Wealthtech, an intersection of sophisticated FinTech and wealth management, has emerged as a transformative force. Morningstar hosts the discussion which delves into the essentiality of user engagement through personalised, data-driven experiences and the integration of diverse, high-quality information to maintain a competitive edge.

Go to any FinTech event and it is instantly clear that customer engagement is a major priority for most companies. Given its significance, are insurance firms doing enough or should they be doing more?